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| Provider | Service type | Compensation |
|---|---|---|
TEAMSTERS LOCAL 837 WELFARE9+ years Service code 14 · EIN 23-1685740 | Plan Administrator | $52,595 |
Filed as: BEACON ADMINISTRATORS Service code 13 20000 HORIZON WAY · MOUNT LAUREL, NJ 08054 | Contract Administrator | $8,758 |
FISCHER DORWART, P.C.5 years Service code 10 · EIN 23-2247478 | Accounting | $6,188 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $800 |
ASCENSUS LLC2 years Filed as: ASCENSUS LLLC Service code 55 | Other Commissions | $0 |
MORAGN STANLEY INS SVCS INC2 years Service code 55 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,156 | $125,797-94.3% | $170,043-95.8% | $75,173-90.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 10.17% | 27.20%-17.0pp | 53.40%-43.2pp | 160.72%-150.6pp |
| Employer contribution / active EE | $88 | $4,616-98.1% | $6,790-98.7% | $2,671-96.7% |
| Participant deferral / active EE | $318 | $6,838-95.4% | $10,410-96.9% | $4,126-92.3% |
| Admin fee / account holder | $297 | $8,177-96.4% | $12,824-97.7% | $5,651-94.7% |